SPMAX
Price
$11.79
Change
+$0.10 (+0.86%)
Updated
Jul 3 closing price
Net Assets
11.06M
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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SPMAX vs VMCPX

Header iconSPMAX vs VMCPX Comparison
Open Charts SPMAX vs VMCPXBanner chart's image
Saratoga Mid Capitalization A
Price$11.79
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SPMAX vs VMCPX Comparison Chart in %
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SPMAX vs. VMCPX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMAX is a Buy and VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SPMAX (11.1M). VMCPX pays higher dividends than SPMAX: VMCPX (1.54) vs SPMAX (0.00). SPMAX was incepted earlier than VMCPX: SPMAX (23 years) vs VMCPX (15 years). SPMAX (2.03) is less costly to investors than VMCPX (0.03). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VMCPX (16.00). SPMAX has a lower initial minimum investment than VMCPX: SPMAX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. SPMAX (-0.42). VMCPX return over 5 years is better than : 73.80 vs. SPMAX (24.63).
SPMAXVMCPXSPMAX / VMCPX
Total Expense Ratio2.030.036,767%
Annual Report Gross Expense Ratio2.030.036,767%
Fund Existence23 years15 years-
Gain YTD4.8937.63164%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M185B0%
Annual Yield % from dividends0.001.54-
Returns for 1 year-0.4217.65-2%
Returns for 3 years19.5743.1445%
Returns for 5 years24.6373.8033%
Returns for 10 years-12.92127.62-10%
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